Lockton · 6 days ago
Account Manager
Boston, MA
Full-time
Onsite
Entry, Mid Level
2+ years expLockton is a leading insurance brokerage firm, and they are seeking an Account Manager to support their Northeast Client Engagement strategy. The role involves managing day-to-day servicing needs of clients, ensuring compliance, and delivering exceptional customer service.
Auto InsuranceInsuranceRisk Management
No H1B
Responsibilities
Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
Completes tasks assigned to the "support role" in the client engagement workbook
Client Service Calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call
Monthly Claims Tracking (updates and sends monthly claims to client prior to the month end; ensures tracking is peer reviewed by Finance team prior to release
Compliance (sends annual compliance calendar to client; reminds client of compliance due dates and ensures deadlines not missed; completes draft of 5500; leads PCORI calculations; reviews and delivers SDPs and SBCs; sends annual compliance notices during open enrollment; updates client Wrap document)
Project Management (establishes draft timeline and sets up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with the communications team; ensures Account Executive or Account lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed; delivers final version to client within established timeframe)
Qualification
Required
Bachelor's Degree in a business-related program (preferred) or equivalent education and/or experience required
Minimum of two years of benefits insurance experience and/or human resources/consulting experience required
Ability to efficiently organize work and manage time in order to meet deadlines
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Exceptional verbal and interpersonal communication skills
Understands industry trends and governmental regulations
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to work outside of normal business hours as needed
Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position, now or in the future
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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